Applied Financial Planning

Ivan has been relocated to a new office by his employer and is considering moving to a home closer to his new workplace. What is the minimum distance Ivan will...

Jimi and Macy, both age 26, consider themselves risk averse. After reviewing their budget with their financial planner, they discovered that they have a negativ...

Evan completed a financial plan for Ginny and Sedona four years ago, targeting their goal to retire at age 64. The plan used a projected 6% return and had a sig...

A financial planner recently started her new role at the bank and decided to create a checklist when meeting with prospects. She wanted to include one item on t...

Stephane's father, Umberto, is in poor health. His doctor has advised Stephane that Umberto’s health will continue to deteriorate rapidly, and he should have hi...